Purchases and Sales Made in Q4 2022 in Spdr Ser Tr Spdr S&P Biotech E (XBI)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr S&P Biotech E (XBI) during Q4 2022. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR S&P BIOTECH E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2023
Q4 2022
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
4.69K+ 6.46% |
$360K - $401K
|
77.3K
$7.11M
|
|
|
Jan 03, 2023
Q4 2022
|
Marotta Asset Management
|
BUY
|
- |
4.58K+ 8.17% |
$351K - $392K
|
60.5K
$5.57M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.57K+ 4.44% |
$351K - $391K
|
108K
$9.89M
|
|
|
Oct 26, 2023
Q4 2022
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
4.38KNew |
$336K - $375K
|
4.38K
$403K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.28K+ 24.07% |
$328K - $366K
|
22K
$2.03M
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
4.25K+ 15.59% |
$326K - $364K
|
31.5K
$2.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
4.13K+ 5.57% |
$317K - $354K
|
78.2K
$7.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.12K+ 24.88% |
$316K - $353K
|
20.7K
$1.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.99KNew |
$306K - $342K
|
3.99K
$367K
|
|
|
Feb 14, 2023
Q4 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
3.98K+ 8.51% |
$305K - $341K
|
50.7K
$4.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
3.92KNew |
$301K - $336K
|
3.92K
$361K
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3.86KNew |
$296K - $330K
|
3.86K
$355K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.76K+ 97.97% |
$288K - $322K
|
7.6K
$699K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
3.74KNew |
$287K - $320K
|
3.74K
$344K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
3.73K+ 193.37% |
$286K - $320K
|
5.67K
$521K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.73KNew |
$286K - $319K
|
3.73K
$343K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.7KNew |
$284K - $317K
|
3.7K
$341K
|
|
|
Feb 01, 2023
Q4 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
3.69KNew |
$283K - $316K
|
3.69K
$340K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
3.53K+ 44.38% |
$271K - $302K
|
11.5K
$1.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Dcf Advisers, LLC
Greenwich, CT |
BUY
|
- |
3.5KNew |
$269K - $300K
|
3.5K
$322K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
3.5K+ 9.03% |
$268K - $300K
|
42.2K
$3.89M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.39KNew |
$260K - $291K
|
3.39K
$312K
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
3.18K+ 1.38% |
$244K - $272K
|
233K
$21.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.16K+ 26.36% |
$242K - $270K
|
15.1K
$1.39M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.1KNew |
$238K - $266K
|
3.1K
$285K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
3.05K+ 106.28% |
$234K - $261K
|
5.91K
$544K
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.04KNew |
$233K - $260K
|
3.04K
$280K
|
|
|
Feb 09, 2023
Q4 2022
|
Tamar Securities, LLC
|
BUY
|
- |
3.03KNew |
$232K - $260K
|
3.03K
$279K
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
2.94KNew |
$225K - $251K
|
2.94K
$270K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.9KNew |
$223K - $249K
|
2.9K
$267K
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Ozk
|
BUY
|
- |
2.86K+ 70.37% |
$219K - $245K
|
6.91K
$636K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.82K+ 86.37% |
$216K - $242K
|
6.09K
$560K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.8KNew |
$215K - $240K
|
2.8K
$258K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.76KNew |
$212K - $237K
|
2.76K
$254K
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.76KNew |
$211K - $236K
|
2.76K
$253K
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.71KNew |
$208K - $232K
|
2.71K
$250K
|
|
|
Feb 13, 2023
Q4 2022
|
Shaker Investments LLC
|
BUY
|
- |
2.71K+ 49.86% |
$208K - $232K
|
8.15K
$749K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.66KNew |
$204K - $228K
|
2.66K
$244K
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.64KNew |
$202K - $226K
|
2.64K
$242K
|
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.63KNew |
$202K - $225K
|
2.63K
$242K
|
|
|
Jan 12, 2023
Q4 2022
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
2.63K+ 14.04% |
$201K - $225K
|
21.3K
$1.96M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.62K+ 36.85% |
$201K - $225K
|
9.74K
$896K
|
|
|
Feb 14, 2023
Q4 2022
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
2.6K+ 3.71% |
$199K - $223K
|
72.8K
$6.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.55KNew |
$196K - $219K
|
2.55K
$235K
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
2.54KNew |
$195K - $218K
|
2.54K
$234K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
2.54KNew |
$195K - $217K
|
2.54K
$233K
|
|
|
Jan 19, 2023
Q4 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
2.53KNew |
$194K - $217K
|
2.53K
$233K
|
|
|
Feb 09, 2023
Q4 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
2.46KNew |
$189K - $211K
|
2.46K
$226K
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.46KNew |
$188K - $210K
|
2.46K
$226K
|
|
|
Jan 17, 2023
Q4 2022
|
In Track Investment Management Inc
|
BUY
|
- |
2.42KNew |
$186K - $208K
|
2.42K
$223K
|